Guides

The operating manual we wish we had had.

Long-form playbooks on the parts of running an agency that nobody teaches: pricing a retainer, reading your own margin, and getting off the tool sprawl. Written from running agencies, not from reading about them.

GrowthWhen to hire at a marketing agency (and when to let someone go)When to hire at a marketing agency: the utilization, retainer load and pipeline triggers, the payback math on a new seat, and the signs pointing the other way.11 min read · 10 chaptersGrowthMarketing agency KPIs and benchmarks: the 10 numbers that run the businessThe marketing agency KPIs that run the business: ten numbers with formulas, healthy ranges, warning thresholds, a worked scorecard and the fix when one slips.12 min read · 10 chaptersGrowthHow to scale a marketing agency past the seven figure plateauHow to scale a marketing agency from under $1M to $10M+: what breaks at each revenue stage, the hires that free the founder and the numbers to review monthly.12 min read · 10 chaptersGrowthHow marketing agencies are valued, and how to build one worth buyingMarketing agency valuation explained: SDE vs EBITDA, add-backs, multiples by size, earnouts and the drivers that move the price, with a two-year worked example.12 min read · 9 chaptersGrowthClient concentration risk: when one client is too much of your agencyClient concentration risk for agencies: measure top client share and a simple index, know the 20% and 50% flags, and dilute a big account over 18 months.11 min read · 9 chaptersGrowthCash flow management for marketing agencies: profitable on paper, short on payrollCash flow management for agencies: why a profitable shop runs short before payroll, how to read DSO, build a 13-week forecast and size a cash reserve.11 min read · 10 chaptersMigrationReplacing HubSpot, Harvest and PandaDoc with one agency stackCompare agency tools around client margin visibility, connected processes and a practical migration order.7 min read · 8 chaptersInvoicingHow to invoice retainer clientsBill retainers in advance, send a monthly usage statement, pre-pay overages, keep pass-through costs separate, and run a dunning schedule that protects cash.8 min read · 10 chaptersProfitabilityClient profitability for marketing agenciesHow to measure client profitability from contracted revenue and absorbed labor cost, with worked tables, benchmarks and what to do with a loss-making account.8 min read · 10 chaptersOperationsAgency utilization and capacity planningHow to calculate agency utilization rate, set targets by role, compute team capacity in hours, and decide when to hire or use contractors.9 min read · 9 chapters